Financial Counseling
Your personal finances made simple
Let an Accredited Financial Counselor® help you build foundational financial habits to improve your personal money management. Starting with your individual values as a driver for your financial goals, we will work together to truly build a better budget. Financial counseling is 100% YOU focused so start with our free no-obligation 20-minute consultation today to learn how financial counseling can change your personal finances forever!
Topics we can chat about
With financial counseling, every conversation is unique and centered around your financial goals. However, some common topics typically discussed include:
Budgeting
Not sure where to start with your monthly money management? Let’s get organized and create a budget that is unique to you and your lifestyle!
Money Mindsets
Money and emotions are closely tied. We will discuss your spending habits, financial triggers, and your lived experience with money.
Financial Goals
Starting with your values, we will set financial goals that drive your financial future forward.
Credit & Debt Managment
Looking to build credit or pay down existing debt? We will create a plan to effectively manage both!
How does Financial Counseling work?
- Choose a program below that fits your financial goals. Each program starts with an initial session with our Financial Counselor, Kristian.
- We will talk about your specific needs, whether that is paying down debt, assessing money management habits, establishing a budget routine, or something else!
- We will then discuss tools and create an action plan to achieve your ideal financial future. You’ll receive a personalized Budget Blueprint as your guide as you implement the action plan.
- Then, we will meet 1–2 more times to troubleshoot any problem areas.
- That’s it! Most clients find the program to be sufficient, but if you want to keep meeting, our hourly rate is $75.
What Our Clients are Saying:
Investment
45 Day Plan
Build-A-Budget
A budget-focused program for those wanting to tune up their money management.
$199
Program Details:
(1) 60-minute initial session
(1) 60-minute follow-up sessions
Personalized Budget Blueprint
Personalized budget system
Encouragement & accountability
90 Day Plan
Financial Foundations
A holistic review of your personal finances, debt, budget, and goals.
$400
Program Details:
(1) 90-minute initial session
(2) 60-minute follow-up sessions
Personalized Budget Blueprint
Weekly check-ins
Encouragement & accountability
45 Day Plan
Demolish Debt
A debt-focused program for those wanting to create a debt payoff plan.
$199
Program Details:
(1) 60-minute initial session
(1) 60-minute follow-up sessions
Personalized Budget Blueprint
Personalized debt payoff plan
Encouragement & accountability
Things to know:
- Ideal for those wanting to start from zero and build a money management plan to budget, save, build credit, and reduce debt.
- Investing, tax, insurance, or business advice/recommendations will not be discussed. (Please seek out a licensed individual in that subject area for those questions!)
- US residents only
- Meetings are held via GoogleMeet video conferencing.
Ready for the next step? Apply below!
Hi friend! Thank you so much for taking the first step towards a better financial future! Please take 5 minutes to complete this form to help gauge your current financial health and identify financial goals with 1:1 financial counseling.